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Jonathan Kermode Email & Phone Number
Wealth Solutions Partner
at
Findex
1 work email found
@iprimus.com.au
2 phones found area 140
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Solutions Partner
Location
Fulham Gardens, South Australia, Australia
Company size
Who is Jonathan Kermode? Overview
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Quick answer
Jonathan Kermode is listed as Wealth Solutions Partner at Findex, a company with 183 employees, based in Fulham Gardens, South Australia, Australia. AeroLeads shows a work email signal at iprimus.com.au, phone signal with area code 140, and a matched LinkedIn profile for Jonathan Kermode.
Jonathan Kermode previously worked as Setting up a New Direction at Self-Employed and Senior Financial Adviser at Sba Financial. Jonathan Kermode holds Diploma, Financial Planning And Services from Deakin University.
Company email context
Email format at Findex
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*@iprimus.com.au
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AeroLeads found 1 current-domain work email signal for Jonathan Kermode. Compare company email patterns before reaching out.
Profile bio
About Jonathan Kermode
I am a dynamic financial services professional with over 25 year's- experience in the Financial Advice industry. I am a noted financial expert with a broad range of experience and knowledge. Using simple yet highly effective methods of approaching finance in a fun, personalized, compassionate, reliable and non-judgmental way makes me appreciated in my field.I have a very well-rounded view on all matters of Advice and I am an expert on Superannuation and Retirement strategy. My financial market knowledge is very broad and I am proactive in managing my client's portfolios. Most importantly, I understand how important it is to be the custodian of every Australians most important emotional drivers: their financial security and wellbeing both now and in their future.Call me on 0406 755 959 if you would like to hear how I might be able to assist you and your family.
Listed skills include Retirement Planning, Investments, Wealth Management, Financial Planning, and 28 others.
Current workplace
Jonathan Kermode's current company
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15 roles
Jonathan Kermode work experience
A career timeline built from the work history available for this profile.
Wealth Solutions Partner
Current
Nov 2024 - Present
Setting Up A New Direction
Self-Employed
Jan 2024 - Nov 2024
Senior Financial Adviser
Jul 2023 - Oct 2023
Property Manager
Oct 2022 - Feb 2023
Financial Adviser
May 2021 - Oct 2022
Financial Adviser
Sep 2020 - May 2021
Financial Adviser
May 2020 - May 2021
Director Senior Adviser
Dynamic Private Wealth
Oct 2015 - May 2020
Senior Financial Adviser
I provide comprehensive financial planning advice to a range of clients including Self Managed Superannuation and pre and post Retirement Planning Advice. I have specialist knowledge in direct equity advice and keeping my clients focused on their plans both now and for the future.
Dec 2014 - Oct 2015
Senior Financial Adviser
Hsw Advisers
Provided Financial Planning advice mainly to retirees and clients nearing retirement. I provided direct equity advice and introduced my clients to dynamic asset allocation approach to investing.
Apr 2013 - Nov 2014
Financial Adviser
Retireinvest Mount Gravatt
Provided Comprehensive Retirement Planning advice to clients including the use of Self Managed Super, Transition to Retirement Strategies and direct investment solutions.
Feb 2012 - Apr 2014
Senior Financial Adviser
My role was to manage a large client base of primarily pre and post retirees. Total funds I managed was about $70 million and I managed approximately 25 Self Managed super Funds. My role was also to attract new clients through marketing and referral opportunities.
Feb 2010 - Nov 2012
Senior Financial Adviser
National Australia Group
My roles at NAB as a Senior Financial Planner varied accross the Retail, business and Private Wealth Areas. I lead a large team in retail where I had a large client base of my own and also mentored junior staff and support staff. While at Private Wealth I was a member of the State Leadership team and had input into strategic planning for the business.
Jan 2000 - 2010
Financial Adviser
My role was to provide advice to existing MLC clients and build a client base through networking and lead opportunities within the group.
May 1998 - Apr 2000
2 education records
Jonathan Kermode education
Diploma, Financial Planning And Services
Bachelor'S Degree, Mechanical Engineering
FAQ
Frequently asked questions about Jonathan Kermode
Quick answers generated from the profile data available on this page.
What company does Jonathan Kermode work for?
Jonathan Kermode works for Findex.
What is Jonathan Kermode's role at Findex?
Jonathan Kermode is listed as Wealth Solutions Partner at Findex.
What is Jonathan Kermode's email address?
AeroLeads has found 1 work email signal at @iprimus.com.au for Jonathan Kermode at Findex.
What is Jonathan Kermode's phone number?
AeroLeads has found 2 phone signal(s) with area code 140 for Jonathan Kermode at Findex.
Where is Jonathan Kermode based?
Jonathan Kermode is based in Fulham Gardens, South Australia, Australia while working with Findex.
What companies has Jonathan Kermode worked for?
Jonathan Kermode has worked for Findex, Self-Employed, Sba Financial, Ous Property, and Heard Financial.
How can I contact Jonathan Kermode?
You can use AeroLeads to view verified contact signals for Jonathan Kermode at Findex, including work email, phone, and LinkedIn data when available.
What schools did Jonathan Kermode attend?
Jonathan Kermode holds Diploma, Financial Planning And Services from Deakin University.
What skills is Jonathan Kermode known for?
Jonathan Kermode is listed with skills including Retirement Planning, Investments, Wealth Management, Financial Planning, Retirement, Pensions, Financial Services, and Risk Management.
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